How Can We Help You
Today?

Use the login link provided during onboarding.
If you forgot your password, click “Forgot Password” on the login page or contact support.

Reach out if:

• Something isn’t working as expected
• You need system updates or changes
• You’re unsure how to do something

For urgent issues affecting leads or communication, mark your request as High Priority.

Go to Contacts → Smart Lists.
Here you’ll see all your leads in one place. You can:

• Search by name, phone, or email
• Filter by pipeline stage, tags, or date
• Click any contact to view full conversation history

Go to Conversations in the left menu.

• Click on the lead
• Type your message and send

All texts, emails, and missed call responses are managed in one inbox.

Go to Calendars → Appointments.
You can:

• View upcoming bookings
• Reschedule or cancel appointments
• Click into an appointment to see full contact details

Notifications are triggered when:

• A new lead comes in
• A lead replies to you
• An appointment is booked

These help you stay on top of opportunities in real time. If you want to adjust them, contact support.

Go to Conversations → Click the phone icon on a contact.

• Calls can be made directly from the platform
• Incoming calls will appear if your number is connected

Make sure your forwarding/number setup is complete (we handle this during onboarding).

Your pipeline shows where each lead is in the process, such as:

• New Lead
• Contacted
• Booked
• Closed

You can drag and drop contacts between stages, or automations will move them automatically.

Tags help organize and categorize your leads.
Examples:

• “New Lead”
• “Hot Prospect”
• “No Response”

They are also used to trigger automations and segment contacts.

We recommend submitting a request for changes so we can ensure everything stays optimized.
However, if you have access, you can find automations under:

• Automation → Workflows

If you’re unsure, reach out before making changes.

Go to Opportunities → Pipelines or Dashboard/Reporting.
Here you can track:

• Number of new leads
• Conversion rates
• Pipeline value

Common reasons include:

• Incorrect contact info
• Carrier filtering (for texts)
• Email going to spam
• Number/email not fully configured

If something seems off, contact support and we’ll troubleshoot it quickly.